Profession corporate investment banker

Corporate investment bankers offer strategic advice on financial services to companies and other institutions. They ensure that legal regulations are being followed by their clients in their efforts of raising any capital. They provide technical expertise and information on mergers and acquisitions, bonds and shares, privatisations and reorganisation, raising capital and security underwriting, including equity and debt markets.

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Personality Type

• Conventional / Investigative
• Enterprising / Conventional

Knowledge

• Economics

  Economic principles and practices, financial and commodity markets, banking and the analysis of financial data.

• Banking activities

  The broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, foreign exchange trading, commodity trading, trading in equities, futures and options trading.

• Stock market

  The market in which shares of publicly held companies are issued and traded.

• Credit control processes

  The various techniques and procedures applied to ensure that credit is given to the suitable customers and that they pay on time.  

• Mergers and acquisitions

  The process of joining together separate companies and relatively equal in size, and the purchase of a smaller company by a bigger one. The financial deals, the legal implications, and the consolidation of financial records and statements at the end of the fiscal year.

• Funding methods

  The financial possibilities for funding projects such as the traditional ones, namely loans, venture capital, public or private grants up to alternative methods such as crowdfunding.

• Modern portfolio theory

  The theory of finance that attempts to either maximise the profit of an investment equivalent to the risk taken or to reduce the risk for the expected profit of an investment by judiciously choosing the right combination of financial products.

• Business valuation techniques

  The processes to valuate the worth of the assets of the company and the value of the business following techniques such as asset-based approach, business comparison, and past earnings.

• Securities

  The financial instruments traded in financial markets representing both the right of property over the owner and at the same time, the obligation of payment over the issuer. The aim of securities which is raising capital and hedging risk in financial markets.

Skills

• Analyse financial performance of a company

  Based on accounts, records, financial statements and external information of the market, analyse the performance of the company in financial matters in order to identify improvement actions that could increase profit.

• Review investment portfolios

  Meet with clients to review or update an investment portfolio and provide financial advice on investments.

• Examine credit ratings

  Investigate and look for information on the creditworthiness of companies and corporations, provided by credit rating agencies in order to determine the likelihood of default by the debtor.

• Develop investment portfolio

  Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and technical disasters.

• Provide legal advice on investments

  Study corporate investments and their legal repercussions in order to advise organisations on the legal procedures, the drafting of the contracts, and tax efficiency operations.

• Advise on legal compliance for participation in financial markets

  Consult and provide guidance on the legal changes the company has to undergo in order to participate in the financial market such as writing dividend policies, defining the ownership and structure of the company, and the compliance with the standards set by organisms regulating the market the company is entering to.

• Analyse financial risk

  Identify and analyse risks that could impact an organisation or individual financially, such as credit and market risks, and propose solutions to cover against those risks.

• Monitor stock market

  Observe and analyse the stock market and its trends on a daily basis to gather up-to-date information in order to develop investment strategies.

Optional knowledge and skills

Source: Sisyphus ODB